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      3 .. _installing-index:
      4 
      5 *****************************
      6   Installing Python Modules
      7 *****************************
      8 
      9 :Email: distutils-sig (a] python.org
     10 
     11 As a popular open source development project, Python has an active
     12 supporting community of contributors and users that also make their software
     13 available for other Python developers to use under open source license terms.
     14 
     15 This allows Python users to share and collaborate effectively, benefiting
     16 from the solutions others have already created to common (and sometimes
     17 even rare!) problems, as well as potentially contributing their own
     18 solutions to the common pool.
     19 
     20 This guide covers the installation part of the process. For a guide to
     21 creating and sharing your own Python projects, refer to the
     22 :ref:`distribution guide <distributing-index>`.
     23 
     24 .. note::
     25 
     26    For corporate and other institutional users, be aware that many
     27    organisations have their own policies around using and contributing to
     28    open source software. Please take such policies into account when making
     29    use of the distribution and installation tools provided with Python.
     30 
     31 
     32 Key terms
     33 =========
     34 
     35 * ``pip`` is the preferred installer program. Starting with Python 2.7.9, it
     36   is included by default with the Python binary installers.
     37 * a virtual environment is a semi-isolated Python environment that allows
     38   packages to be installed for use by a particular application, rather than
     39   being installed system wide
     40 * ``virtualenv`` is a third party tools for creating virtual environments, it
     41   is defaults to installing ``pip`` into all created virtual environments.
     42 * the `Python Packaging Index <https://pypi.org>`__ is a public repository of
     43   open source licensed packages made available for use by other Python users
     44 * the `Python Packaging Authority
     45   <https://www.pypa.io/en/latest/>`__ are the group of
     46   developers and documentation authors responsible for the maintenance and
     47   evolution of the standard packaging tools and the associated metadata and
     48   file format standards. They maintain a variety of tools, documentation
     49   and issue trackers on both `GitHub <https://github.com/pypa>`__ and
     50   `BitBucket <https://bitbucket.org/pypa/>`__.
     51 * ``distutils`` is the original build and distribution system first added to
     52   the Python standard library in 1998. While direct use of ``distutils`` is
     53   being phased out, it still laid the foundation for the current packaging
     54   and distribution infrastructure, and it not only remains part of the
     55   standard library, but its name lives on in other ways (such as the name
     56   of the mailing list used to coordinate Python packaging standards
     57   development).
     58 
     59 
     60 Basic usage
     61 ===========
     62 
     63 The standard packaging tools are all designed to be used from the command
     64 line.
     65 
     66 The following command will install the latest version of a module and its
     67 dependencies from the Python Packaging Index::
     68 
     69     python -m pip install SomePackage
     70 
     71 .. note::
     72 
     73    For POSIX users (including Mac OS X and Linux users), the examples in
     74    this guide assume the use of a :term:`virtual environment`. You may install
     75    ``virtualenv`` to provide such environments using either pip
     76    (``pip install virtualenv``) or through your system package manager
     77    (commonly called ``virtualenv`` or ``python-virtualenv``).
     78 
     79    For Windows users, the examples in this guide assume that the option to
     80    adjust the system PATH environment variable was selected when installing
     81    Python.
     82 
     83 It's also possible to specify an exact or minimum version directly on the
     84 command line. When using comparator operators such as ``>``, ``<`` or some other
     85 special character which get interpreted by shell, the package name and the
     86 version should be enclosed within double quotes::
     87 
     88     python -m pip install SomePackage==1.0.4    # specific version
     89     python -m pip install "SomePackage>=1.0.4"  # minimum version
     90 
     91 Normally, if a suitable module is already installed, attempting to install
     92 it again will have no effect. Upgrading existing modules must be requested
     93 explicitly::
     94 
     95     python -m pip install --upgrade SomePackage
     96 
     97 More information and resources regarding ``pip`` and its capabilities can be
     98 found in the `Python Packaging User Guide <https://packaging.python.org>`__.
     99 
    100 .. seealso::
    101 
    102     `Python Packaging User Guide: Installing Python Distribution Packages
    103     <https://packaging.python.org/en/latest/installing/>`__
    104 
    105 
    106 How do I ...?
    107 =============
    108 
    109 These are quick answers or links for some common tasks.
    110 
    111 ... install ``pip`` in versions of Python prior to Python 2.7.9?
    112 ----------------------------------------------------------------
    113 
    114 Python only started bundling ``pip`` with Python 2.7.9. For earlier versions,
    115 ``pip`` needs to be "bootstrapped" as described in the Python Packaging
    116 User Guide.
    117 
    118 .. seealso::
    119 
    120    `Python Packaging User Guide: Requirements for Installing Packages
    121    <https://packaging.python.org/en/latest/installing/#requirements-for-installing-packages>`__
    122 
    123 
    124 .. installing-per-user-installation:
    125 
    126 ... install packages just for the current user?
    127 -----------------------------------------------
    128 
    129 Passing the ``--user`` option to ``python -m pip install`` will install a
    130 package just for the current user, rather than for all users of the system.
    131 
    132 
    133 ... install scientific Python packages?
    134 ---------------------------------------
    135 
    136 A number of scientific Python packages have complex binary dependencies, and
    137 aren't currently easy to install using ``pip`` directly. At this point in
    138 time, it will often be easier for users to install these packages by
    139 `other means
    140 <https://packaging.python.org/en/latest/science/>`__
    141 rather than attempting to install them with ``pip``.
    142 
    143 .. seealso::
    144 
    145    `Python Packaging User Guide: Installing Scientific Packages
    146    <https://packaging.python.org/en/latest/science/>`__
    147 
    148 
    149 ... work with multiple versions of Python installed in parallel?
    150 ----------------------------------------------------------------
    151 
    152 On Linux, Mac OS X and other POSIX systems, use the versioned Python commands
    153 in combination with the ``-m`` switch to run the appropriate copy of
    154 ``pip``::
    155 
    156    python2   -m pip install SomePackage  # default Python 2
    157    python2.7 -m pip install SomePackage  # specifically Python 2.7
    158    python3   -m pip install SomePackage  # default Python 3
    159    python3.4 -m pip install SomePackage  # specifically Python 3.4
    160 
    161 (appropriately versioned ``pip`` commands may also be available)
    162 
    163 On Windows, use the ``py`` Python launcher in combination with the ``-m``
    164 switch::
    165 
    166    py -2   -m pip install SomePackage  # default Python 2
    167    py -2.7 -m pip install SomePackage  # specifically Python 2.7
    168    py -3   -m pip install SomePackage  # default Python 3
    169    py -3.4 -m pip install SomePackage  # specifically Python 3.4
    170 
    171 .. other questions:
    172 
    173    Once the Development & Deployment part of PPUG is fleshed out, some of
    174    those sections should be linked from new questions here (most notably,
    175    we should have a question about avoiding depending on PyPI that links to
    176    https://packaging.python.org/en/latest/mirrors/)
    177 
    178 
    179 Common installation issues
    180 ==========================
    181 
    182 Installing into the system Python on Linux
    183 ------------------------------------------
    184 
    185 On Linux systems, a Python installation will typically be included as part
    186 of the distribution. Installing into this Python installation requires
    187 root access to the system, and may interfere with the operation of the
    188 system package manager and other components of the system if a component
    189 is unexpectedly upgraded using ``pip``.
    190 
    191 On such systems, it is often better to use a virtual environment or a
    192 per-user installation when installing packages with ``pip``.
    193 
    194 
    195 Pip not installed
    196 -----------------
    197 
    198 It is possible that ``pip`` does not get installed by default. One potential fix is::
    199 
    200     python -m ensurepip --default-pip
    201 
    202 There are also additional resources for `installing pip.
    203 <https://packaging.python.org/tutorials/installing-packages/#install-pip-setuptools-and-wheel>`__
    204 
    205 
    206 Installing binary extensions
    207 ----------------------------
    208 
    209 Python has typically relied heavily on source based distribution, with end
    210 users being expected to compile extension modules from source as part of
    211 the installation process.
    212 
    213 With the introduction of support for the binary ``wheel`` format, and the
    214 ability to publish wheels for at least Windows and Mac OS X through the
    215 Python Packaging Index, this problem is expected to diminish over time,
    216 as users are more regularly able to install pre-built extensions rather
    217 than needing to build them themselves.
    218 
    219 Some of the solutions for installing `scientific software
    220 <https://packaging.python.org/en/latest/science/>`__
    221 that is not yet available as pre-built ``wheel`` files may also help with
    222 obtaining other binary extensions without needing to build them locally.
    223 
    224 .. seealso::
    225 
    226    `Python Packaging User Guide: Binary Extensions
    227    <https://packaging.python.org/en/latest/extensions/>`__
    228